Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lavender is a financial advisor at Amerity Wealth Management, LLC. James has over 10 years of experience in the financial services industry. James is registered as an Investment Advisor Representative in Texas. James has a Series 65 license. James's areas of expertise include portfolio management, financial planning, and selection of other advisors. James serves individuals and businesses in the United Kingdom and the United States.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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05/25/2024 - Present
Amerity Wealth Management, LLC (Norwich )
IA
Issued 05/25/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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